Annette Chapman
Annette Chapman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Oakland, MD, with 18 years of industry experience. Annette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
19 S Second Street, Oakland, MD, 21550
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Annette works as a relationship manager for trust accounts at First United Bank and Trust and as a trust officer for First United Investment Services, focusing on financial and estate planning. She also serves as a board member/treasurer for Garrett Mentors, presenting financial information and signing tax returns.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.